RIDGECREST WEALTH PARTNERS, LLC

CIK 0001860719 • 7 13F filings • Apr 22, 2025 – Oct 19, 2026

Import this data to Google Sheets with:

=jivedata("ridgecrest-wealth-partners-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: RIDGECREST WEALTH PARTNERS, LLC, CHIEF COMPLIANCE OFFICER
Address: 35 MILLER AVENUE, #26, MILL VALLEY, CA, 94941
Phone: 971-371-3446
AUM: $184.4M

AUM over time

$216.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $184.4M102 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$845K	0.5%	6,743 SH	New
ABBVIE INC	COM	$1.9M	1.0%Prev: 1.0%	8,338 SH	Decreased+1 SH
ADOBE INC	COM	$313K	0.2%Prev: 0.1%	895 SH	Increased+6 SH
ALPHABET INC	CAP STK CL A	$14.0M	7.6%Prev: 10.2%	44,634 SH	Decreased-19,459 SH
ALPHABET INC	CAP STK CL C	$6.0M	3.3%Prev: 3.0%	19,148 SH	Decreased-71 SH
ALTRIA GROUP INC	COM	$332K	0.2%Prev: 0.2%	5,761 SH	Decreased
AMAZON COM INC	COM	$1.6M	0.9%Prev: 0.9%	7,104 SH	Decreased-802 SH
AMERICAN EXPRESS CO	COM	$584K	0.3%Prev: 0.2%	1,579 SH	Increased+9 SH
AMGEN INC	COM	$1.4M	0.8%Prev: 0.9%	4,271 SH	Decreased-115 SH
AMPHENOL CORP NEW	CL A	$207K	0.1%	1,531 SH	New
APPLE INC	COM	$21.1M	11.4%Prev: 11.8%	77,576 SH	Decreased+1,122 SH
APPLIED MATLS INC	COM	$1.2M	0.6%Prev: 1.3%	4,613 SH	Decreased-1,005 SH
AT&T INC	COM	$435K	0.2%Prev: 0.2%	17,520 SH	Increased+104 SH
BANK AMERICA CORP	COM	$640K	0.3%	11,639 SH	New
BANK NEW YORK MELLON CORP	COM	$268K	0.1%	2,312 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$3.0M	1.6%Prev: 1.4%	4 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$807K	0.4%Prev: 0.5%	1,606 SH	Decreased-492 SH
BLACKROCK ETF TRUST II	ISHARES SHORT-TE	$202K	0.1%	4,000 SH	New
BLACKSTONE INC	COM	$254K	0.1%	1,646 SH	New
BROADCOM INC	COM	$7.7M	4.2%Prev: 0.5%	22,340 SH	Increased+19,063 SH
BRUNSWICK CORP	COM	$1.8M	1.0%Prev: 0.7%	23,808 SH	Increased+800 SH
CATERPILLAR INC	COM	$957K	0.5%Prev: 0.6%	1,670 SH	Decreased+18 SH
CHEVRON CORP NEW	COM	$4.1M	2.2%	26,895 SH	New
CISCO SYS INC	COM	$2.1M	1.1%Prev: 1.4%	26,760 SH	Decreased-511 SH
COCA COLA CO	COM	$2.0M	1.1%Prev: 1.1%	28,316 SH	Decreased
COSTCO WHSL CORP NEW	COM	$978K	0.5%	1,134 SH	New
D-WAVE QUANTUM INC	COM	$419K	0.2%	16,005 SH	New
DBX ETF TR	XTRACKERS MSCI	$326K	0.2%Prev: 0.1%	5,139 SH	Increased+839 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$259K	0.1%	6,544 SH	New
DIREXION SHS ETF TR	DLY TSLA BEAR 1X	$200K	0.1%	39,485 SH	New
DISNEY WALT CO	COM	$555K	0.3%Prev: 0.3%	4,880 SH	Decreased-434 SH
ELEVANCE HEALTH INC FORMERLY	COM	$224K	0.1%Prev: 0.1%	640 SH	Decreased
ELI LILLY & CO	COM	$946K	0.5%Prev: 0.5%	880 SH	Decreased-63 SH
EXXON MOBIL CORP	COM	$1.2M	0.6%	9,898 SH	New
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$212K	0.1%Prev: 0.1%	945 SH	Decreased+39 SH
FORD MTR CO	COM	$201K	0.1%Prev: 0.1%	15,332 SH	Increased+2,000 SH
GILEAD SCIENCES INC	COM	$522K	0.3%Prev: 0.3%	4,250 SH	Decreased-351 SH
GOLDMAN SACHS GROUP INC	COM	$211K	0.1%Prev: 0.1%	240 SH	Decreased
HOME DEPOT INC	COM	$555K	0.3%Prev: 0.2%	1,612 SH	Increased-57 SH
HONEYWELL INTL INC	COM	$402K	0.2%Prev: 0.1%	2,062 SH	Increased+1,044 SH
INTEL CORP	COM	$339K	0.2%Prev: 0.4%	9,179 SH	Decreased+1,303 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.9M	1.0%Prev: 0.7%	6,457 SH	Increased-205 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$368K	0.2%Prev: 0.2%	1,454 SH	Decreased+5 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$208K	0.1%	1,088 SH	New
INVESCO QQQ TR	UNIT SER 1	$975K	0.5%Prev: 0.5%	1,587 SH	Decreased+264 SH
IONQ INC	COM	$363K	0.2%	8,083 SH	New
ISHARES TR	CORE DIV GRWTH	$12.0M	6.5%Prev: 6.5%	172,404 SH	Decreased-13,190 SH
ISHARES TR	CORE HIGH DV ETF	$2.1M	1.1%Prev: 1.2%	16,921 SH	Decreased-79,407 SH
ISHARES TR	CORE S&P TTL STK	$6.1M	3.3%Prev: 3.0%	40,821 SH	Decreased+2,202 SH
ISHARES TR	CORE S&P US VLU	$323K	0.2%Prev: 0.2%	3,150 SH	Decreased
ISHARES TR	CORE S&P500 ETF	$7.1M	3.8%Prev: 3.6%	10,311 SH	Decreased+47 SH
ISHARES TR	ESG MSCI KLD 400	$263K	0.1%	2,038 SH	New
ISHARES TR	MSCI USA MIN VOL	$583K	0.3%	6,187 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$200K	0.1%	3,500 SH	New
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$232K	0.1%Prev: 0.1%	4,000 SH	Decreased
JOHNSON & JOHNSON	COM	$1.2M	0.7%Prev: 0.7%	5,855 SH	Decreased-158 SH
JPMORGAN CHASE & CO.	COM	$2.2M	1.2%	6,866 SH	New
KIMBERLY-CLARK CORP	COM	$212K	0.1%	2,100 SH	New
MCDONALDS CORP	COM	$481K	0.3%Prev: 0.2%	1,574 SH	Increased+145 SH
MCKESSON CORP	COM	$528K	0.3%Prev: 0.4%	644 SH	Decreased-471 SH
MERCK & CO INC	COM	$720K	0.4%Prev: 0.5%	6,838 SH	Decreased-159 SH
META PLATFORMS INC	CL A	$1.0M	0.6%Prev: 0.6%	1,568 SH	Decreased-104 SH
MICROSOFT CORP	COM	$7.3M	3.9%Prev: 3.6%	15,018 SH	Decreased-212 SH
MONDELEZ INTL INC	CL A	$207K	0.1%	3,840 SH	New
NEOS ETF TRUST	NASDAQ 100 HIGH	$202K	0.1%Prev: 0.1%	3,750 SH	Decreased
NETFLIX INC	COM	$590K	0.3%	6,288 SH	New
NEXTERA ENERGY INC	COM	$258K	0.1%Prev: 0.1%	3,217 SH	Decreased-509 SH
NORFOLK SOUTHN CORP	COM	$1.2M	0.6%Prev: 0.6%	4,060 SH	Decreased
NVIDIA CORPORATION	COM	$13.1M	7.1%Prev: 7.8%	70,437 SH	Decreased-3,382 SH
ORACLE CORP	COM	$603K	0.3%Prev: 0.2%	3,092 SH	Increased+303 SH
PEPSICO INC	COM	$245K	0.1%Prev: 0.1%	1,707 SH	Decreased-629 SH
PFIZER INC	COM	$629K	0.3%Prev: 0.3%	25,247 SH	Decreased+509 SH
PHILIP MORRIS INTL INC	COM	$796K	0.4%Prev: 0.4%	4,961 SH	Decreased
PROCTER AND GAMBLE CO	COM	$3.2M	1.7%	22,179 SH	New
PUBLIC STORAGE OPER CO	COM	$282K	0.2%	1,086 SH	New
QUALCOMM INC	COM	$280K	0.2%Prev: 0.1%	1,637 SH	Decreased-1 SH
RTX CORPORATION	COM	$314K	0.2%Prev: 0.2%	1,712 SH	Decreased-113 SH
S&P GLOBAL INC	COM	$2.4M	1.3%Prev: 0.8%	4,664 SH	Increased+532 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$759K	0.4%Prev: 0.4%	27,655 SH	Decreased+1,888 SH
SELECT SECTOR SPDR TR	STATE STREET TEC	$370K	0.2%	2,570 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$223K	0.1%	5,230 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$358K	0.2%	744 SH	New
SPDR GOLD TR	GOLD SHS	$380K	0.2%Prev: 0.2%	960 SH	Increased+80 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.3M	1.3%	3,381 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$1.2M	0.7%	22,609 SH	New
SUNRUN INC	COM	$1.5M	0.8%Prev: 0.3%	79,000 SH	Increased
TCW ETF TRUST	TRANSFRM 500 ETF	$403K	0.2%Prev: 0.2%	5,028 SH	Increased+958 SH
TESLA INC	COM	$1.8M	1.0%Prev: 0.6%	3,995 SH	Increased+379 SH
UNION PAC CORP	COM	$951K	0.5%Prev: 0.5%	4,111 SH	Decreased-21 SH
UNITEDHEALTH GROUP INC	COM	$232K	0.1%Prev: 0.1%	704 SH	Increased+135 SH
VANGUARD INDEX FDS	GROWTH ETF	$361K	0.2%	739 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$8.3M	4.5%Prev: 6.5%	13,249 SH	Decreased-6,693 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.2M	0.6%	3,546 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.4M	3.5%Prev: 3.2%	29,187 SH	Decreased-256 SH
VANGUARD STAR FDS	VG TL INTL STK F	$328K	0.2%Prev: 0.5%	4,342 SH	Decreased-7,825 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.3M	1.2%Prev: 1.3%	15,946 SH	Decreased-2,528 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$413K	0.2%Prev: 0.3%	1,436 SH	Decreased-425 SH
VERIZON COMMUNICATIONS INC	COM	$454K	0.2%Prev: 0.2%	11,156 SH	Decreased-30 SH
VISA INC	COM CL A	$255K	0.1%Prev: 0.1%	728 SH	Decreased-58 SH
WALMART INC	COM	$492K	0.3%Prev: 0.2%	4,417 SH	Increased-278 SH
WELLS FARGO CO NEW	COM	$1.3M	0.7%	13,836 SH	New
XYLEM INC	COM	$295K	0.2%Prev: 0.1%	2,163 SH	Increased-2 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $575K
AMERICAN CENTY ETF TR — $278K
AMERICAN ELEC PWR CO INC — $212K
AMPHENOL CORP — $233K
BANK OF AMER CORP — $659K
BANK OF NY MELLON CORP — $372K
CHARLES SCHWAB CORP (THE) — $580K
CHEVRON CORPORATION — $5.5M
COSTCO WHOLESALE CORPORATION — $1.0M
CSX CORP — $211K
DIMENSIONAL ETF TRUST — $291K
DIREXION SHARES ETF TRUST — $242K
EATON CORP PLC — $205K
EXXONMOBIL HOLDINGS CORP — $1.6M
FRANKLIN TEMPLETON ETF TR — $262K
GE AEROSPACE — $210K
GENERAL DYNAMICS CORP — $230K
ISHARES BITCOIN TRUST ETF — $208K
ISHARES TR — $299K
ISHARES TR — $211K
… and 22 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 22, 2026	Q4 2025	13F-HR	0001860719-26-000001	$184.4M	View
Oct 19, 2026	Q3 2026	13F-HR	0001860719-26-000006	$216.1M	View
Oct 14, 2025	Q3 2025